SBI Medium to Long Term Fund - Growth Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

SBI Medium to Long Term Fund - Growth Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹2,021 Cr

Lock In Period

N/A

Expense Ratio

1.47

Exit Load

For exit within 1 year from the date of allotment For 10% of investment - NilFor remaining investment: 1.00%For exit after one year from the date of allotment - Nil.

Benchmark

CRISIL Medium to Long Duration Debt A-III Index

SBI Medium to Long Term Fund - Growth Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.670.69296.85
6M2.732.40314.88
1Y3.583.85338.55
3Y6.1914.1924.92

Portfolio Analysis

  • Equity:
  • Debt: 95.99%
  • Others
As on: 2026-10-15
View allocation % by

1. 6.94% CGL 203617.99%
2. 7.24% CGL 205511.57%
3. Godrej Seeds & Genetics Ltd.4.86%
4. 6.68% CGL 20404.64%
5. JSW JFE Kalinga Steel Ltd.3.86%
6. Renew Solar Energy (Jharkhand Five) Pvt. Ltd.3.33%
7. JTPM Metal Traders Ltd.3.20%
8. Tata Power Renewable Energy Ltd. (Guaranteed by Tata Power Ltd.)2.42%
9. Cholamandalam Investment & Finance Co. Ltd.Perpetual2.40%
10. Siddhivinayak Securitisation Trust (Obligor - Digital Fibre Infrastructure Trust)2.35%
11. Shivshakti Securitisation Trust (Obligor - Digital Fibre Infrastructure Trust)2.34%
12. 6.90% CGL 20652.19%

1. 6.90% State Government of Bihar 20354.61%
2. Motilal Oswal Finvest Ltd.2.98%
3. Avanse Financial Services Ltd.2.46%
4. Lendingkart Finance Ltd.1.96%
5. Motilal Oswal Financial Services Ltd.1.23%

1. Muthoot Finance Ltd.4.94%
2. Indostar Capital Finance Ltd.3.43%

1. Torrent Power Ltd.3.71%
2. Adani Power Ltd.3.44%
3. Tata Power Company Ltd.1.19%

1. H.G. Infra Engineering Ltd.3.00%

1. National Highways Infra Trust1.89%
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About Fund SBI Medium to Long Term Fund - Growth Growth

SBI Medium to Long Term Fund - Growth Growth managed by SBI Mutual Fund,is a Med to Long Termscheme with Assets Under Management of ₹2,021 Crore. The fund benchmarks its performance against the CRISIL Medium to Long Duration Debt A-III Index while maintaining an expense ratio of 1.47. Under the expert guidance of Mohit Jain ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Mohit Jain

Mr. Mohit Jain holds B. E (Engineering), CFA Level III (Candidate). Mohit Jain has joined SBI Funds Management Private Limited (SBIFMPL) in May 2015 as a Credit Analyst and has over 7 years of experience in the area of financial services. Prior to joining SBIFMPL, Mr. Jain was working with Crisil Limited as Research Analyst (Jan 2015 -April 2015).

SBI Medium to Long Term Fund - Growth Growth FAQs

SBI Medium to Long Term Fund - Growth Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of SBI Medium to Long Term Fund - Growth Growth is 1.47. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

SBI Medium to Long Term Fund - Growth Growth’s fund performance is as follows:
  • 1 Month : 0.67%
  • 6 Months : 2.73%
  • 1 Year : 3.58%
  • 3 Years : 6.19%
Returns of SBI Medium to Long Term Fund - Growth Growth are updated daily based on NAV of ₹ 74.0866 as on Nov 05,2026. Since inception, the return has been 19.75%.

You can invest in SBI Medium to Long Term Fund - Growth Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of SBI Medium to Long Term Fund - Growth Growth is ₹2,021 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in SBI Medium to Long Term Fund - Growth Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
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